See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,872 | $109,8170% | $98,442+11.6% | $167,490-34.4% |
| Participation rate | 22.2% | 75.8%-53.6pp | 73.3%-51.1pp | 82.1%-59.9pp |
| Annual return | 17.23% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $481 | $3,224-85.1% | $2,960-83.8% | $4,837-90.1% |
| Participant deferral / active EE | $1,450 | $4,673-69.0% | $4,276-66.1% | $6,341-77.1% |
| Admin fee / account holder | $5,641 | $6,753-16.5% | $5,949-5.2% | $12,309-54.2% |